Surf Air Mobility, Inc. (NYSE: SRFM): How This Company Plans To Revolutionize Air Travel

We closed out last week with an explosive mover...

Any content you receive is for information purposes only. Always conduct your own research. *Sponsored Surf Air Mobility, Inc. (NYSE: SRFM): How This Company Plans To Revolutionize Air Travel Consider Starting Your Own Research On (SRFM)... [ Company Website ] | [ Corporate Communications ] *Get Our Updates Faster—Tap Here To Receive SMS Alerts* July 27th Greetings, Friend! We closed out last week with an explosive mover. Thursday night, we introduced a new Nasdaq idea that closed at $2.12 and caught fire early Friday to surge to a high of $3.92. That run resulted in a vertical chart pop of approx. 84% short term. Here's what's next on our radar... Something big is happening in American aviation, and it is happening fast. In March, the Secretary of Transportation announced a new federal program to put electric aircraft into real commercial service. He said it will "RADICALLY CHANGE the way people and products move." Washington does not talk like that about science projects. The government has decided electric aviation is happening now, not someday. The smart money got the message. Cathie Wood’s ARK In-vest and Ken Griffin’s Citadel have poured Mn’s into the sector’s famous names this year. But those famous names share one uncomfortable problem. They have never flown a single paying airline passenger. So ask the obvious question. When a new industry arrives, who actually stands to benefit? History says it is rarely the companies with the flashiest prototypes. It is the ones already flying. Now consider what Palantir did. The $300+Bn AI powerhouse behind Pentagon systems took equity as payment from one small aviation company, and featured it at its own AI conference. That company is Surf Air Mobility (NYSE: SRFM). While the air-taxi hopefuls burn cash on prototypes, (SRFM) already operates one of the largest commuter airlines in America. Roughly ~300,000 passengers a year and $109Mn in revenue over the last twelve months on its existing airline network. Now the number that should stop you cold. The entire company carries a market cap of roughly $87Mn (7/24/26), less than one single year of its own revenue, while the pre-revenue names command valuations in the Bn’s. Then came the last week of June, when everything accelerated at once. In seven days: a refinancing that cut convertible debt principal by 64%, an expanded partnership announced by Palantir itself, electric demonstration flights with BETA launching over Hawaii, and a landmark enterprise software deal with Wheels Up. Four major announcements. Seven days. One tiny company. And the electric story runs deeper. BETA Technologies, Surf Air’s aircraft partner, was chosen in seven of the eight wi-nn-ing federal programs, more than any other electric aircraft maker in the country. That is why Surf Air Mobility (NYSE: SRFM) will be topping my watchlist - Monday, July 27th, 2026. Surf Air Mobility (NYSE: SRFM) is a Los Angeles-based air mobility platform and one of the largest commuter airlines in the United States by scheduled departures. Over the last twelve months, the company flew 298,000 passengers on 59,000 scheduled departures, generating $109Mn in revenue. For full-year 2025, (SRFM) achieved its stated goal of pro-fit-able airline operations, defined as positive Adjusted EBITDA in its airline operations. And in Q1 2026, it beat its Adjusted EBITDA guidance while revenue came in at the high end of the range. Beyond flight operations, (SRFM) is building the digital backbone of air mobility. Its AI-enabled SurfOS operating system, powered by Palantir Technologies’ (NASDAQ: PLTR) Foundry and AIP platforms, is designed to run everything from scheduling to compliance to booking, for the entire industry. SurfOS, powered by Palantir’s Foundry and AIP. BrokerOS is commercially live. OperatorOS launches in the second half of 2026. Latest Development: The Seven Days That Changed the Story July 1st: The balance sheet got cleaner. (SRFM) refinanced its senior secured convertible note, cutting the principal by 64% and monthly payments by up to half, while adding a $21.6Mn aircraft-backed facility. June 29th: Palantir doubled down, publicly. Palantir issued its own press release committing additional engineering and go-to-market resources to accelerate OperatorOS, OwnerOS, and the enterprise products. June 26th: Electric flight went live in Hawaii. BETA’s all-electric ALIA began a weeks-long demonstration campaign across the islands, with Hawaiian Airlines hosting the launch and supporting the program. June 25th: Wheels Up became customer number one. Wheels Up Experience (NYSE: UP), one of the biggest names in private aviation, signed on as the launch customer for Enterprise BrokerOS under an agreement expected to deliver up to $12Mn in subscription fees. Management tied it together plainly. CEO Deanna White said the first quarter’s efficiency gains are "a clear indication of the value that SurfOS and our partnership with Palantir delivers." You can even watch Palantir feature (SRFM) at its own AI conference. See the AIPCon session here. Today’s fleet and tomorrow’s: a Surf Air Mobility Cessna Caravan flying alongside the all-electric BETA ALIA. SRFM has placed a firm order for 25 aircraft with options for up to 75 more. Consider Starting Your Own Research On (SRFM)... [ Company Website ]  |  [ Corporate Communications ] 7 Reasons Why Surf Air Mobility Inc. (NYSE: SRFM) Just Landed at the Top of My Watchlist for Monday, July 27th, 2026 1. A Marquee Customer Just Validated The Software: Wheels Up is the first company to deploy Enterprise BrokerOS, in a deal with an initial two-year term plus an option for a third, worth up to $12Mn in subscription fees. At Jefferies’ aerospace summit in early June, management targeted its first multi-year, multi-Mn dollar enterprise contract for 2026. Seventeen days later, Wheels Up signed. 2. The Palantir Moat Keeps Getting Deeper: (SRFM) holds an exclusive agreement with Palantir for the configuration and sale of software to the Part 135 regional air mobility market. Palantir holds equity, featured the company at AIPCon, expanded the partnership on June 29th, and former Palantir dealmaker Shawn Pelsinger became Chairman of the Board this month. 3. Guidance Is Moving The Right Way: After beating Q1 Adjusted EBITDA guidance, management improved 2026 Adjusted EBITDA loss guidance by approximately 40%, to $30-$25Mn, while maintaining revenue guidance of $128-$138Mn, reflecting 20-30% growth over 2025. 4. SurfOS Is Live And Producing Real Numbers: BrokerOS has been commercially live since December 2025. Internal results comparing Q1 2026 to Q1 2025: 32% more bookings for top brokers, 57% faster quote-to-close, and 40% more payments processed on-platform, with 29 independent brokers enrolled and a target of 100 by year-end with its charter broker business. 5. Electric Aviation Is Happening on Its Runways First: (SRFM) has a firm order for 25 all-electric BETA ALIA aircraft with options for up to 75 more, demonstration flights are already underway in Hawaii operated by BETA, and BETA was selected in seven of eight federal eIPP launch programs. Management notes the electric aircraft needs scheduled maintenance about twice a year versus 24 times for its current fleet of aircrafts, on top of estimated roughly 30% lower operating costs. 6. The Balance Sheet Just Got Dramatically Cleaner: The July 1st refinancing cut convertible note principal by 64% and monthly payments by up to half, shifting debt away from dilutive instruments. Subsidiaries also secured a $21.6Mn aircraft-backed loan to boost liquidity. 7. A Massive Market Tailwind Is Forming: The regional air mobility market is anticipated to expand to $75-$115Bn globally by 2035. The global eVTOL aircraft market is forecast to grow from around $5Bn in 2026 to roughly $216Bn by 2035, an increase of more than 4,000%. Management sizes the full SurfOS opp. at an estimated $156Bn. The Mokulele interisland network in Hawaii: nine airports, ten routes, and an average flight of just 56 miles. Consider Starting Your Own Research On (SRFM)... [ Company Website ] | [ Corporate Communications ] Final Thoughts Before you call it, I think it is worth taking one more look at why (SRFM) has stayed front and center. The last week of June ties the whole story together. A marquee enterprise customer in Wheels Up worth up to $12Mn. Palantir expanded the partnership in its own words. Electric aircraft flying real demonstration missions over Hawaii with Hawaiian Airlines supporting. And a refinancing that cut convertible debt by 64%. Add in guidance improved by roughly 40%, BrokerOS producing real internal results, a former Palantir executive becomes board chairman, and analyst coverage that includes HC Wainwright with a $12 target, Northland at Outperform with a $5 target, and Alliance Global Partners with a $2.75 target, and it becomes clear why this company remains in focus. For context, this profile recently hovered near $1 at the beginning of the month, and all three targets were published before the late-June announcements. Small caps carry real risk, and this one still posts consolidated losses as it in-vests in growth. Zooming out, the Advanced Air Mobility backdrop keeps expanding. Forecasts project regional air mobility at $75-$115Bn by 2035, and Washington’s new eIPP program is putting electric aircraft into service starting this year. We will have all eyes on (SRFM). Also, keep a lookout for updates. And as always, please remember to do your own research. All the best, Dane James Editor Market Pulse Today (Remember: St-ock Prices Could Be Significantly Lower Now From The Original Dates I Provided.) *MarketPulseToday.com (“MarketPulseToday” or “MPT” ) is owned by Thousand Sun Media LLC, MPT is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile MPT brings to your attention. Any emojis used do not have a specific defined meaning, and may be used inconsistently. We do not provide personalized in-vest-ment advice, are not in-vest-ment advisors, and any profiles we mention are not suitable for all in-vest-ors. Pursuant to an agreement between Thousand Sun Media LLC and TD Media LLC, Thousand Sun Media LLC has been hired for a period beginning on 07/26/2026 and ending on 07/27/2026 to publicly disseminate information about (SRFM:US) via digital communications. Under this agreement, TD Media LLC has paid Thousand Sun Media LLC seven thousand five hundred USD ("Funds"). To date, including under the previously described agreement, Thousand Sun Media LLC has been paid sixty four thousand USD ("Funds"). These Funds were part of the twenty five thousand USD funds that TD Media LLC received from a third party named LFG Equities Corp. who did not receive the Funds directly or indirectly from the Issuer and does not own st-ock in the Issuer but the reader should assume that the clients of the third party own shares in the Issuer, which they will liquidate at or near the time you receive this communication and has the potential to hurt share prices. 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